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Microsoft CRM Statement of Direction

EXECUTIVE SUMMARY

Microsoft has delivered significant innovation and value in customer relationship management (CRM) software with the recent release of Microsoft Dynamics® CRM 2011, a flexible CRM solution that provides the power of productivity through familiar, intelligent, and connected experiences for organizations of all sizes worldwide. This Statement of Direction (SoD) outlines the future direction of Microsoft Dynamics CRM over the short and longer term.

 

 

The mission of Microsoft Dynamics CRM is to deliver intelligent software and services that enable extraordinary customer relationships with world-class business results. Looking forward, we will continue to support that mission by delivering on our "dynamic business" vision, as described in the October 2010 whitepaper Microsoft Dynamics: Making Business Dynamic. The whitepaper outlines the challenges facing today‟s organizations, and provides insight into how Microsoft Dynamics approaches delivering solutions that enable organizations to:

Maximize the productivity of their people
Achieve process agility to quickly adapt to new requirements
Encourage connections across an entire ecosystem of suppliers, partners and customers
Our focus on people, process, and ecosystem reflects our core philosophy that success starts with your people and that business applications should be enablers - detecting trends, facilitating decisions and proactively driving change into practice to help your organization thrive and win. With upcoming releases of Microsoft Dynamics CRM, we will continue to put our philosophy into action with enhanced experiences that promote end-user productivity and demonstrate the rich, "better together" value of Microsoft technologies. We also expect to provide new experiences and capabilities that help customers and partners get the most value from key emerging trends such as cloud computing, mobility, and social technologies.

We will continue to focus on rapid, but substantive, innovation that leverages Microsoft Dynamics CRM as the easiest and fastest way to experience the full benefits of Microsoft technology for your organization. Additionally, we remain committed to sustaining the "Power of Choice‟ and the ability to transition between cloud-based and on-premises delivery of CRM as a key point of customer value and flexibility.

TRANSFORMING BUSINESS RELATIONSHIPS AND PRODUCTIVITY
Dynamic Businesses understand that the delivery of world-class customer experiences provides a sustainable competitive advantage for their products and services. At the same time, customer expectations and technologies are always evolving, making it difficult for organizations to keep up. The Microsoft Dynamics CRM team has identified the following customer relationship and engagement trends to guide our application and platform investments for the next set of product releases.

SOCIAL COLLABORATION AND ENGAGEMENT
People are the heart of any organization whether they are employees, prospects, customers or partners. Emerging social technologies provide people-centric experiences that can fundamentally impact how people and organizations communicate and collaborate across internal and external communities. While these social technologies can provide additional channels for customers and organizations to interact, or improve and simplify collaboration within an organization, it can be challenging for organizations to internalize how to use them for maximum value. Microsoft has significant collaboration assets and is continuing to extend those capabilities across a number of products including Microsoft SharePoint, Microsoft Lync, and Microsoft Office. Microsoft Dynamics CRM will harness and surface these broader Microsoft investments as part of specific new experiences that facilitate direct customer engagement and clear business value. We will deliver an innovative new experience in this area, while supporting some common capabilities such as:

Micro-blogging: encompassing important status updates and notifications regarding business events and actions.

Business activity feeds: delivering configurable real-time notifications regarding important relationships and significant business events.

Social intelligence: identification of data patterns and streams to enhance customer service and marketing decision-making.
 
DERIVING RAPID VALUE FROM BUSINESS APPLICATIONS
Organizations need to respond immediately to change in order to optimize their potential. In the past, business applications have been too rigid and too complex to adapt and accommodate change. Microsoft Dynamics CRM includes the powerful xRM application framework to facilitate the delivery of rapid business value with an agile solution framework that can be easily tailored and configured. We will continue to invest in capabilities that drive faster attainment of business value for both organizations and individuals. Some examples of these capabilities will include:

Sales and marketing productivity: provide sales and marketing professionals with insights to prioritize actions that lead to closing more deals in a shorter timeframe and streamline the creation of important deliverables required during the sales cycle such as proposals and presentations.

Service productivity: optimize service planning, collaboration, multi-channel engagement, knowledge management and agent productivity to turn customers into fans.

Enhanced evaluation process: enable rapid provisioning and evaluation of relevant solutions and extensions from the Microsoft Dynamics Marketplace.

Reduced effort to deploy: enhanced tools and configuration capabilities to shorten the time and investment required to deploy and tailor Microsoft Dynamics CRM so that it accurately reflects the business it serves.

Emphasis on business adoption: delivering an experience where users can recognize value, opportunity and insight immediately. As users spend more time in Microsoft Dynamics CRM they derive proportionally more value, insight and productivity.

OPTIMIZING BUSINESS DECISION-MAKING
Business professionals need to become more productive in order to achieve their desired performance levels. As such, they are constantly trying to evaluate which actions will drive successful business outcomes. Built on Microsoft‟s business intelligence (BI) platform, Microsoft Dynamics CRM customers will natively benefit from new platform and data consumption innovations enabled. Microsoft Dynamics CRM will invest in additional proactive and insightful intelligence capabilities. Some examples of these capabilities will include:

Extended self-service BI: enhanced tools that build on the investments in Microsoft Dynamics CRM 2011 to enable users to create and share their own business reports and analysis solutions without requiring additional IT support.
Enhanced data visualizations: additional business charts and enriched real-time analytic dashboards enabled through enhanced design tools.
Improved decision-making: new data analysis capabilities to unlock data patterns and trends to facilitate better business decisions.

CONSUMERIZATION OF BUSINESS APPLICATIONS
Users have ever-increasing expectations around how they access systems and information through new generations of devices and form-factors (e.g. desktop PC, laptop, tablet and phone) to provide anytime, anywhere access to information, processes and people. Microsoft Dynamics CRM will invest in capabilities that deliver familiar and compelling experiences in how users access and interact with the system. Some examples of these capabilities will include:

CRM anywhere: deliver immersive user experiences that match users' particular context or work "mode" - whether that is on the road or in the office. This facilitates a new agility and productivity in how users respond to different situational requirements.
Cross-device: provide device-specific application experiences that are natural and intuitive across a range of platforms and form-factors.
Multi-browser: provide targeted user experiences that work on different web browsers by utilizing HTML5 for structuring and presenting content.

EXTENDED SOLUTION OPPORTUNITIES AND ECOSYSTEMS
Organizations have high expectations around the flexibility of modern business applications to meet and evolve with their specific business requirements. Organizations seek confidence that an ecosystem of skilled people and organizations is in place to provide expertise, solutions and extensions to their business application. This Microsoft Dynamics CRM - Statement of Direction, May 2011 ecosystem needs to cater for different organization sizes and industries with solutions that run both in the cloud and on-premises. Microsoft will continue to invest in capabilities and programs that connect customers with targeted solutions and accelerate Microsoft and our partners in rapidly developing new solutions.

Some examples of these capabilities include:

Familiar and trusted: harness the industry-standard Microsoft technology platform to ensure consistency and familiarity in the way organizations deploy, manage and extend Microsoft Dynamics CRM. Your organization can depend on Microsoft to deliver enterprise class software and services that drive business success.

Enterprise cloud transformation: enable larger organizations to utilize Dynamics CRM Online and the larger suite of Microsoft's Online Services as part of their extended IT infrastructure, through streamlined on-boarding, IT-focused administration, and seamless integration capabilities.

Development tools and Application Lifecycle: streamlining the development experience for Microsoft, partners and customers to simplify and accelerate development of extended CRM solutions using the xRM application framework.
Seamless Solution Marketplace: enable new scenarios that make the process of finding, evaluating, deploying and rating solutions on the Microsoft Dynamics Marketplace seamless through the entire solution lifecycle.

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